Setting up file formats for time data exports

Before you can start using the Time Workbench to export time you’ll need to ensure a export format for your third-party app is in place. A default CSV export format exists, that will create a CSV file based solely on the data columns you've included in the export.

You might want to create a custom format to include fields that are exportable that don't display on the Time Workbench interface, such as client and time off booking ID, or to define fixed value columns, or to export to an FTPS server.

To add an export file format:

1. Go to Cost > Time Workbench.
2. Select the File Formats tab.

3. Click Add File Format.
4. Give the format a name.
5. Click Add Column.

6. Choose a column you’d like to include in your export – you can enter text in the field to search for the columns.

7. Continue clicking Add Column and selecting values until you’ve added all the fields you need to export.
8. Select the export option, either a file downloaded to your computer, or sent to an FTPS server for direct import. In the latter case, you'll need to specify the URL, user name, and password for the server.
9. If necessary, based on the requirements of your import application, update the delimiter that will be used in the CSV file. This field defaults to a comma (,).
10. Click Save.

The file format you added will now be available to select when you carry out an export.